Irving Katz
Irving Katz, CEO of Katz Financial, has earned the Certified Exit Planner designation from the Business Enterprise Institute (BEI).
Through training, rigorous testing and in-depth Exit Plan Creation coursework, Irving Katz has demonstrated that he is qualified to provide comprehensive, professionally executed Exit Planning services to the business owning community.
“Exit Planning Professionals who successfully complete the BEI Certified Exit Planner program have come to be known as premiere Exit Planning Professionals because their in-depth knowledge and demonstrated application of The BEI Seven Step Exit Planning Process™ perfectly positions them to counsel business owners and their advisors on a wide array of business issues ranging from building value within a business to identifying exit objectives, addressing key employee incentive planning and retention issues, incorporating business continuity planning, and establishing wealth preservation,” said John Brown, President of Business Enterprise Institute.
The business owner community benefits from engaging an Exit Planning Professional who holds the BEI CExP™ designation by having greater confidence that the service they receive is professional in quality, adheres to ethical and industry standards of practice, and meets a level of expertise BEI deems credible and worthy of one of its certified members.
What is my business? I help businesses grow and provide exit strategies that leave clients with smiles on their faces.
The business owners I work with have always dreamt about making more and working less. My job is to help them live that dream.
